North Berkeley Wealth Management was featured on the Investing Forward podcast produced by Linda Rogers. Also featuring Danielle Burns, MBA, AIF, the episode explores community investing, CDFIs, and CNote, a women-led impact investment platform that promotes financial inclusion.
Listen to the Podcast
Originally aired on
Investing Forward with Linda Rogers
Community Investing with CNote
December 16, 2020
More recordings and information at www.buzzsprout.com/808337
About Sarah Green, CFP®
Sarah Green is a lead advisor and Director of Impact Investing at North Berkeley Wealth Management.
This commentary on this website reflects the personal opinions, viewpoints, and analyses of the North Berkeley Wealth Management (“North Berkeley”) employees providing such comments, and should not be regarded as a description of advisory services provided by North Berkeley or performance returns of any North Berkeley client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. North Berkeley manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.